Alan Mather

@IvanhoffTrades Nice job on this one!

@IvanhoffTrades Thinking you know something about a stock that everyone else has missed … and not selling when you realise you don’t

@IvanhoffTrades I have a decent position in CCCX which I think is a real quantum stock - real in the sense it has revenue. It’s in the sensing business rather than compute. I think you’re right on the downside for the ones above

@IvanhoffTrades All the AI / Bitcoin / Data Centre / Power plays still look like they have room to run, despite some strong moves in a few. CLSK, CIFR, IREN, GLXY. Going to be volatile but I have built decent positions in them and am adding as they move around. Also WYFI (love the ticker)

@IvanhoffTrades I can’t help but think AAOI would do better if its ticker was AIAI

@IvanhoffTrades Different scale but Apple has done much the same: 2010 shares outstanding roughly 26 billion, now about 15 billion. amazing really.

@IvanhoffTrades I am also looking at $CLSK, wondering if they are the next $IREN etc

@IvanhoffTrades Can’t help but wonder where they’re going to get the cash from. The good news is that the same $100bn is probably going back to NVDA, or at least 75% of it, to buy more chips

@IvanhoffTrades that worked nicely :)

@IvanhoffTrades My take is that Broadcom is the AI infrastructure company. You can buy 1-N chips from NVDA but you then buy a 5/10/15 year licence for all the stuff that sits around that to make it work. That means Broadcom gets annuity revenue whereas (mostly) NVDA relys on one time purchase

@IvanhoffTrades Interesting. I thought the next launch wasn’t until 2027. I’ve made, and then lost, a lot of money on this name in the past

@IvanhoffTrades I held on to this - I thought your thesis would likely be right. so far so good :)

@IvanhoffTrades Trouble is they send most of what they mine to China for refining; they are building refinery capacity in California but that will definitely take longer and be complicated

@IvanhoffTrades And semis

@IvanhoffTrades they're all speculation to a degree - building a nuclear power capability in one place and installing it in lots of other places is very much unproven. in current (UK) regulations, it's the site that is given the licence, along with the operator. SMRs change that completely.

@IvanhoffTrades FLR is also the majority shareholder in NuScale power I believe. NuScale might be the first to get an SMR licence (they have one for an old design that they don't plan to deploy).

@IvanhoffTrades I never receive the weekly email, I pick it up from here

@IvanhoffTrades Early days for ASTS and not really an earnings to earnings play yet - much more about launches, proving the tech at scale, partnerships and further investments. I have a big share position, average $11. Holding still.

@IvanhoffTrades Also RCAT who are another for your US drone company list

@IvanhoffTrades ASTS too - Alphabet took a stake (or, at least, disclosed one)